Send contracts and request form responses in Copilot when a client activates their account
Send contracts and request form responses in Copilot when a client activates their account
Create contracts and request form responses when clients activate their accounts in Copilot. This ensures faster onboarding and improves client engagement by promptly gathering necessary information.
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Overview
Create contracts and request form responses when clients activate their accounts in Copilot. This ensures faster onboarding and improves client engagement by promptly gathering necessary information.